Move a promising buying signal into your pipeline
Capture a signal worth pursuing as a Dynamics opportunity, with the context that made it interesting.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Opportunity
Create a new opportunity.
Why this helps
A promising signal can get lost between research and pipeline entry, delaying a decision about what to pursue.
- Create an opportunity from a buying signal sent to the webhook.
- Include supporting context supplied with the signal.
- Make potential sales work visible in Dynamics.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dynamics 365 once in the Notis portal.
- 2Create an automation in Notis and name it for buying signal intake.
- 3Tell Notis in one instruction to create a Dynamics opportunity from a supplied buying signal and include the provided context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real signal and review the opportunity.
Questions about this workflow
Does Agenty provide a buying-signal trigger?
No Agenty trigger events are listed here. This workflow starts when a request with the signal reaches the Notis webhook.
Can Notis decide the opportunity value?
Only use a value supplied in the request or an explicit rule based on supplied information. The workflow cannot assume pricing or a sales forecast.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Dynamics365. A trigger fires from one place; an action lands in another.
Agenty triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Agenty and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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